+930.0%
APH vs A
+302.9%
+627.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.5% | -2.3% | -2.0% |
| 7D | +4.9% | -0.5% | +5.3% | +5.2% |
| 30D | -5.4% | 0.0% | -5.4% | -5.2% |
| 3M | -5.5% | +16.7% | -22.2% | -12.7% |
| 6M | +25.9% | +54.8% | -28.9% | -0.4% |
| YTD | +16.4% | +28.8% | -12.4% | +0.7% |
| 1Y | +16.5% | +19.3% | -2.8% | +4.8% |
| 3Y | +270.9% | +65.5% | +205.3% | +166.7% |
| 5Y | +289.5% | +12.1% | +277.4% | +242.3% |
| All | +930.0% | +302.9% | +627.1% | +372.7% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded A wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling